Client Bill History Report

The Client Bill History Report screen is divided into two sections; System Parameters and User Parameters. In the System Parameters section, the user must specify details for the format of the report; in the User Parameters section, the user must specify details pertaining to the content of the report. For general information on running reports and on defining System Parameters, please refer to the Running Reports help document.

Report Description

The Client Bill History Report is generated for a user specified Client, Matter, and/or Major Client. The user must specify the range of Accounting Months and Years and the range of Departments for which the report will be produced. For the specified Client, Matter, and/or Major Client, the report will display details for Bills within the specified Accounting Period.

Information for each Client/Matter is grouped by Bill Entity. Report details include the following: Major Client Number, Bill Entity Number, Client Number, Matter Number, Bill Number, Bill Date, Fees, Disbursements, Fees Tax, Disbursement Tax, and the Total Bill Amount. Totals are presented per Matter and for the entire report (i.e. a total of all Bills).

User Parameters

Office
From the list provided, the user must select the name of the Office for which the report will be produced. The names of all Offices associated with your Firm will be displayed in the list. To include all Offices in the report, the user must select the Select All option. The user also has the option to manually enter the unique identifier of the Office. This field defaults to the Select All option (i.e. by default, all Offices will be included in the report).

Department X to X
From the lists provided, the user must select the range of Departments for which the report will be produced. The names of all Departments associated with your Firm will be displayed in the lists. To include all Departments in the report, the user must select the Select All options. The user also has the option to manually enter the unique identifiers of the Departments. These fields default to the Select All options (i.e. by default, all Departments will be included in the report).

Client X to X
The user must manually enter the unique identifiers that will define the range of Clients for whom the report will be produced. These fields default to the first and last possible Clients (i.e. by default, all Clients are included in the report).

Matter X to X
The user must manually enter the unique identifier of the Matter for which the report will be produced. These fields default to the first and last possible Matters (i.e. by default, all Matters are included in the report).

Major Client X to X
The user must manually enter the unique identifier of the Major Client for which the report will be produced. These fields default to the first and last possible Major Clients (i.e. by default, all Major Clients are included in the report).

Accounting Month X to X
The user must manually enter the range of Accounting Months for which the report will be produced. These fields default to the current Accounting Month.

Accounting Year X to X
The user must manually enter the range of Accounting Years for which the report will be produced. These fields default to the current Accounting Year.

Suppress Zero
From the list provided, the user must select whether or not zero balances will be displayed in the report. Valid options are "Y" (Yes), and "N" (No). This field defaults to the No option.